See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,535 | $150,187+71.5% | $120,354+114.0% | $145,922+76.5% |
| Participation rate | 82.4% | 78.8%+3.6pp | 71.9%+10.4pp | 80.3%+2.1pp |
| Annual return | 12.56% | 154.07%-141.5pp | 107.15%-94.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $12,740 | $4,348+193.0% | $3,463+267.9% | $4,660+173.4% |
| Participant deferral / active EE | $6,822 | $6,173+10.5% | $4,991+36.7% | $6,688+2.0% |
| Admin fee / account holder | $25,264 | $12,207+107.0% | $9,423+168.1% | $13,397+88.6% |